CRM

Project Classification SuiteApp Limitations

Before utilizing the Project Classification SuiteApp, please note the following limitations:

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Missing Price Field in Generic Resource Page

Scenario
When accessing the Generic Resource page to create a new Generic Resource or view an existing record, the Price field is missing.
Solution
  1. Enable the Per-Employee Billing Rates Feature by navigating toSetup>Company>Enable Features
  2. ClickEmployeestab
  3. Time & Expenses:
    • check the Per-Employee Billing Rates box
  4. ClickSave

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Including CRM Tasks in Project Totals

CRM tasks represent "to do" activities that require completion. Each CRM task is an independent record tracking the task details and assigning responsibility. These tasks can be allocated to an employee, partner, or vendor for execution.

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Identifying Parent Tasks

Structure project tasks in a hierarchical format, dividing them into parent tasks and subordinate tasks to effectively organize the various elements of a project.

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Setting a Service Item to Create a Project

Utilizing Project Management, you can establish a service item that generates a project each time the item is sold. This functionality applies exclusively to Service For Sale and Service for Resale items. You can specify a service item to initiate project creation and outline the associated tasks. Subsequently, after the sale of these items, you can efficiently generate projects in bulk from sales transactions.

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Best Practices For Sending Emails From NetSuite

1. Always send using a FROM domain you control.

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Remove Adobe Hyperlink on Invoice Email Template Footer

When utilizing a Default Email Template within an Invoice Transaction Form, an Adobe Hyperlink in the footer of the email body is intentionally included. However, some mail filters may block emails containing hyperlinks, leading to potential deliverability issues. This guide outlines steps to remove the hyperlink and enhance email deliverability.

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Procedures to Set Up DKIM in Your Production Account

As of NetSuite 2024.1 release, the DKIM setup has changed, and the new method of configuring it in NetSuite is simpler than the previous procedures. NetSuite generates all necessary information, including the selector naming, for customers to add two DNS CNAME records to their domain provider's website. These two CNAME records enable Oracle NetSuite to manage the rotation of DKIM keys, which is a crucial security feature.

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Set Up CNAME Records in DNS

As NetSuite 2024.1 release

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Email Domains (DKIM) Status Column

As of NetSuite 2024.1 release

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Enter Email Domains in NetSuite

As NetSuite 2024.1 release

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Email Domains (DKIM) Details Column

As of NetSuite 2024.1 release

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Prerequisites for Project 360 Dashboard SuiteApp

Before you install the Project 360 Dashboard SuiteApp, make sure you enable the following features in your NetSuite account:

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Document Number in Email Template

User needs to display the Document Number field in the Email Template.

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Remove Purchase Price on Items in Bulk via CSV Import

A user wants to blank out the Purchase Price field for multiple items simultaneously due to thousands of records with existing purchase prices.

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CSV Import > Sales Order > Error: Invalid item reference key XXX for subsidiary XXX

During an update of a transaction via CSV import, the error"Invalid item reference key XXX for subsidiary XXX"is encountered.

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Restrict Access tab on Template Categories Missing on Custom Role

When creating a new Email Template Category using an Administrator role, the user can set the record to Public under the Restrict Access subtab.

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Case Emails Are Not Received on Outlook but Recorded on the Case Messages

Emails on the cases are not received on Assigned To employee's Outlook application but inside the case record, the emails are recorded on the Messages sublist.

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CSV Import on Inventory Adjustment Throws an Error: "You cannot create an inventory detail for this item"

When importing a CSV File to create or update anInventory Adjustmentrecord, an error: "You cannot create an inventory detail for this item" can be encountered when the item you are importing is not aSerial/Lot Numbered Itemor does not use bins.

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Resolve Error: "Invalid item reference key xxxx" in CSV Import of Inventory Adjustment

User received an error message on the CSV file forInvalid item reference key XXXXafter following the usual process of importing transactions such as Inventory Adjustment.

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